Arthur Mensch

Co-founder & CEO, Mistral AI
@arthurmensch · tracked since Feb 2026
Calls
2
Win Rate
50.0%
return
+15.8%
Calls 2 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
WDC Long +65.2%
Worst Calls
STX Long -33.6%
Most Mentioned
WDC ×1
STX ×1
Recent Calls
STX Long 5 months ago
WDC Long 5 months ago
Win Rate 50% Long 2 Short 0
Win Rate
7d 50%
30d 0%
90d 50%
Average Return +15.8% Long Return +15.8% Short Return -
Average Return
7d +2.0%
30d -1.4%
90d +23.5%
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STX Stacks Stacks
Long
Feb 18
$0.25
-33.6%
Mistral AI CEO Arthur Mensch notes that while they have secured supplies, they are seeing "sharp data" indicating shortages in hard drives and memory chips are starting to impact the market. The market is obsessed with GPUs (NVDA), but AI models require massive data storage. If hard drives are the next bottleneck, pricing power shifts to the few remaining storage manufacturers (Western Digital, Seagate). Long Storage/Memory providers. The shortage in "hard drives" directly benefits legacy storage players pivoting to high-capacity AI data storage. Rapid decline in NAND/HDD pricing if supply chains normalize quickly; technological shift rendering current storage obsolete.
Mistral AI CEO Arthur Mensch notes that while they have secured supplies, they are seeing "sharp data" indicating shortages in hard drives and memory chips are starting to impact the market. The market is obsessed with GPUs (NVDA), but AI models require massive data storage. If hard drives are the next bottleneck, pricing power shifts to the few remaining storage manufacturers (Western Digital, Seagate). Long Storage/Memory providers. The shortage in "hard drives" directly benefits legacy storage players pivoting to high-capacity AI data storage. Rapid decline in NAND/HDD pricing if supply chains normalize quickly; technological shift rendering current storage obsolete.
Crypto Assets
YOUTUBE
WDC Western ... Western Digital Corporation
Long
Feb 18
$296.56
+65.2%
Mistral AI CEO Arthur Mensch notes that while they have secured supplies, they are seeing "sharp data" indicating shortages in hard drives and memory chips are starting to impact the market. The market is obsessed with GPUs (NVDA), but AI models require massive data storage. If hard drives are the next bottleneck, pricing power shifts to the few remaining storage manufacturers (Western Digital, Seagate). Long Storage/Memory providers. The shortage in "hard drives" directly benefits legacy storage players pivoting to high-capacity AI data storage. Rapid decline in NAND/HDD pricing if supply chains normalize quickly; technological shift rendering current storage obsolete.
Mistral AI CEO Arthur Mensch notes that while they have secured supplies, they are seeing "sharp data" indicating shortages in hard drives and memory chips are starting to impact the market. The market is obsessed with GPUs (NVDA), but AI models require massive data storage. If hard drives are the next bottleneck, pricing power shifts to the few remaining storage manufacturers (Western Digital, Seagate). Long Storage/Memory providers. The shortage in "hard drives" directly benefits legacy storage players pivoting to high-capacity AI data storage. Rapid decline in NAND/HDD pricing if supply chains normalize quickly; technological shift rendering current storage obsolete.
AI Memory
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Arthur Mensch has 2 trade ideas tracked on Buzzberg across 2 tickers since February 2026. Most covered: WDC, STX.